Oak offers innovative private client, corporate and fund administration services tailored to our clients' needs. Oak operates across Guernsey, Jersey, Isle of Man, Mauritius and The Bahamas with more than 250 employees administering over $24 billion in assets. The group is known for its client-centric approach, commitment to excellence and forward-thinking vision.
Oak is owned by Opera Limited, a new holding company backed by Pula, the family office of Stephen Lansdown, co-founder of Hargreaves Lansdown, along with like-minded shareholders such as Sealyham, the family office of Tom Scott. Opera has welcomed Accuro (pending regulatory approval), Amber (now Oak Bahamas), HFL, Meritus (pending regulatory approval) and Oak into the fold, each one powered by Opera, each one contributing to our shared ambition.
For more information, please visit: https://www.operalimited.com/
Our IOM office are looking to recruit a Senior Administrator to join their Private Client/Compliance team.
This Individual will be responsible for managing the process of planning the schedules of Periodic Reviews Annually. Performing periodic reviews on Oak’s clients, identifying action points and monitoring the completion of same. Using company standards, the post holder will perform daily and ongoing testing of client files to ensure that these comply with internal procedures and with all relevant regulatory requirements.
The role holder will have 5 to 10 years industry experience, preferably in company and trust administration.
They will possess advanced knowledge of the global business and fiduciary services sector and in particular the products and services which Oak offers and a sound knowledge and understanding of the legal and regulatory requirements applicable to Oak and the anti-money laundering framework in the Isle of Man.
To apply please click on the ‘apply for this job’ button.
Closing Date: Fri, 06 Feb 2026
Department: Trust & Corporate
Experience: 5 to 10 years industry experience, preferably in company and trust administration and in particular audit or file reviews.
Job Reference: OIOM001